That 401(k) Podcast

that401ksite.com

That 401(k) Podcast from that401ksite.com is hosted by ERISA Attorney Ary Rosenbaum

  • 23 minutes 35 seconds
    #322: That One About The Telling The Truth As A 401(k) Plan Provider

    Ary Rosenbaum talks about telling the truth as a 401(k) plan provider and why that is necessary. Check that401ksite.com on further information on all out events.

    8 November 2024, 8:03 am
  • 21 minutes 35 seconds
    #321: That One What 401(k) Plan Providers Never Tell Plan Sponsors

    Ary Rosenbaum talks about stuff that plan providers are not going to volunteer to plan sponsors about. 

    1 November 2024, 8:06 am
  • 21 minutes 14 seconds
    #320: That One About Scams and Cons That Plan Sponsors Should Avoid

    Ary Rosenbaum talks about scams and cons that plan sponsors should be aware of, and avoid.

    25 October 2024, 8:20 am
  • 21 minutes 23 seconds
    #319: That One About SDBAs giving Plan Sponsors A Good Headache

    Ary Rosenbaum talks about self directed brokerage accounts and how plan sponsors can get a good headache by offering them.

     

    18 October 2024, 8:32 am
  • 20 minutes 51 seconds
    #318: That One About Having No Surprises for IRS Audits

    Ary Rosenbaum talks about the areas that a plan sponsor should focus on in avoiding any type of surprise on a 401(k) audit.

    11 October 2024, 8:12 am
  • 22 minutes 19 seconds
    #317: That One About Consolidation As A Plan Provider

    Ary Rosenbaum talks about consolidation in the retirement plan business and what a plan provider has to do.

    4 October 2024, 8:15 am
  • 14 minutes 32 seconds
    #297: That One About How Plan Sponsors Can Fix Their Plan On The Cheap

    Being thrifty is something plan sponsors would like to do.

     

    Ary Rosenbaum talks about how plan sponsors can fix their 401(k) plans on the cheap.

    17 May 2024, 8:29 am
  • 22 minutes 32 seconds
    #296: That One About Too Many Choices for 401(k) Plan Sponsors

    Ary Rosenbaum talks about the many choices that 401(k) plan sponsors have for their 401(k) plan.

    10 May 2024, 8:52 am
  • 21 minutes 50 seconds
    #295: That One About Plan Provider Behaviors You Should Curb

    Ary Rosenbaum talks about Curb Your Enthusiasm and the bad plan provider behaviors you need to curb.

    3 May 2024, 8:46 am
  • 20 minutes 14 seconds
    #294: That One About Brutal Mistakes That 401(k) Plan Sponsors Make

    Ary Rosenbaum talks about the brutal mistakes that 401(k) plan sponsors can make.

    26 April 2024, 9:06 am
  • 20 minutes 11 seconds
    #293: That One About Retirement Plan Catastrophes

    Ary Rosenbaum talks about retirement plan catastrophes that should be avoided.

    19 April 2024, 8:17 am
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